Peter Grange Email & Phone Number
Director of Education, Certified Financial Planner® @ Concord Wealth Partners
5 free lookup(s).
No credit card required.
Peter Grange Location
- Rockville, MD, US
Peter Grange Work
- 2025 -now Director of Education, Certified Financial Planner® @
- 2024 -2025 Wealth Manager @
- 2020 -2023 Financial Representative, Principal Securities Registered Representative, Financial Advisor @
- 2019 -2020 Director, Strategy and Growth @
- 2017 -2019 Account Manager | Cross-functional Team Lead @
- 2016 -2017 Front Lines Associate @
- 2014 -2016 Shift Supervisor | Operations and Customer Service Manager @
- 2011 -2012 Assistant Program Manager | Change Manager @
- 2010 -2011 Project Manager and Executive Assistant | Associate Finance Manager @
- 2008 -2010 Operations Manager @ International Wall Designs
- 2008 -2008 Barista @
Peter Grange Education
- The American College of Financial Services
Chartered Financial Consultant (ChFC) (Financial Planning)
2021-2023 - University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS) (Business: Operations Management)
2006-2008 - University of Maryland
Bachelor of Arts (BA) (Economics)
2006-2008 - Montgomery College
Associate of Arts (AA) (Business)
2004-2006 - General Assembly 2016
Peter Grange Skills
- Pension Funds
- Tax Planning Strategies
- Investments
- Wealth Management Services
- Life & Health Insurance Licenses
- Series 65
- Investment Strategies
- Alternative Investments
- Financial Analysis
- Financial Literacy
- Defined Contribution
- ERISA
- Portfolio Management
- Asset Allocation
- Employee Benefits
- Forecasting
- Budgeting
- Finance
- Income Tax Planning
- Insurance Planning
- Financial Planning
- Chartered Financial Consultant
- Tax Planning
- Investment Management
- Estate Planning
- 401(k), 403(b), SEP & SIMPLE IRAs, 529 plans
- Succession Planning
- Retirement Planning
- Disability Income Insurance
- Life Insurance (term, universal, whole)
- Group Life Insurance
- Leadership
- Team Building
- Social Media
- SharePoint
- Accounting
- Human Resources
- Sales
- Business Architecture
- Government
- Business Analysis
- Team Management
- Strategy
- Natural Language Processing
- Microsoft Word
- Operations Management
- Program Management
- Microsoft Excel
- Marketing
- Training
- Time Management
- Customer Service
- Business Process Improvement
- Python
- Management
- Project Management
- Research
- Process Engineering
- Security
- Machine Learning
- DoD
- Recruiting
- New Business Development
- Microsoft Office
- Strategic Partnerships
- Public Speaking
- Employee Engagement
- Sales Operations
- Cross Functional Team Leadership
Peter Grange Summary
- Peter Grange, based in Rockville, MD, US, is currently a Director of Education, Certified Financial Planner® at Concord Wealth Partners. Peter Grange brings experience from previous roles at Legacy Capital Planners, Principal Financial Network of Mid-Atlantic, Incenta LLC and DataSplice LLC. Peter Grange holds a 2021 - 2023 Chartered Financial Consultant (ChFC) in Financial Planning @ The American College of Financial Services. With a robust skill set that includes Pension Funds, Tax Planning Strategies, Investments, Wealth Management Services, Life & Health Insurance Licenses and more. Peter Grange has 1 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Peter Grange?
Find contact details for 700 million professionals.
Others Named Peter Grange
Pete Grange
Regional General Manager
Nashville, TN, US
Peter Grange
Design Manager
London, GB
Top Concord Wealth Partners Employees
Adam Waitkevich
Certified Financial Planner®
Millbury, MA, US
Daniel Thornton
Wealth Advisor
Charlottesville, VA, US
Gail Maidenbaum
Wealth Advisor
Rockville, MD, US
Peter Grange
Director of Education, Certified Financial Planner®
Rockville, MD, US
Jonathan Lopez
President
Abingdon, VA, US
Jon Weatherly
Partner, Wealth Advisor, Chief Compliance Officer
Bristol, TN, US
Justin Lopez
Chief Sales Officer (CSO)
Abingdon, VA, US
Tyler Fields
Relationship Manager
Johnson City, TN, US
Rebecca Blevins
Wealth Advisor
Washington, DC, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co